Services

Personal Financial Planning

Personal financial planning is more than just investments and products.  At JFL Total Wealth Management, it is a personal, 360-degree process that includes a comprehensive review of tax strategies, estate plans, investment strategies, retirement goals and protection/insurance coverage. 

The road to retirement should not be a leap of faith.  Strategic financial planning—the kind JFL specializes in—means you have a diversified and comprehensive wealth management plan that allows you to soar, not free fall, in retirement.

Corporate Retirement Plans

Corporate retirement plans are complex; working with a qualified advisor can help you make the most of yours. With 22 years of experience working with New Jersey-based businesses, we are an seasoned partner that can help you navigate the choices and regulations to maximize your plan’s value for you and your employees.